Chickering ex rel. Hartshorn v. Brooks

Statute of Frauds, objection to Parol Testimony when taken. Mental capacity. Opinion of witnesses. Equity jurisdiction once attaching continues. ’ 1. Objection to the admissibility of'parol evidence to prove an. agreement within the Statute of Frauds may be taken, for the first time, on trial before a special master, when such evidence is received to prove the-agreement which the master finds, said agreement not being admitted in the answer. 2. Where on trial before a special master, the mental capacity of the oratrix was in issue, non-expert witnesses who had associated with her, were,, before giving their opinion as to her non-capacity, properly allowed to detail conversations with her as bearing upon this question, although the master found that, to his mind, such conversations did not indicate incapacity. 3. In such case the master should receive both the conversations and the opinion, since there may be many things connected with the conversation not reproduced to the trier, while the witness’ opinion is deduced from the whole. i. It is a question of law whether a person is of sufficient mental capacity to-transact business,-but a witness may express the extent of incapacity by that form of words, if, from the connection in which they are used, the trier must have understood them properly. 5. Oratrix sought to recover for certain money and notes passed over by her-to defendants. Defendants claimed a gift. Held, that the declarations of the defendants, made to the attorney of .the oratrix, in attempting to settle a previous suit about this same subject matter, to the effeot that, the defendants did not then claim a gift, were admissible. 6. Held, that the finding of the master in this case was that the oratrix had’ not sufficient mental capacity at the time she signed the release in-question, and that the other facts reported hy the master did not modify this conclusion. 7. "When the Court of Equity acquires jurisdiction for one purpose it may dispose of the whole matter in controversy. 8. Oratrix loaned the defendants certain money and notes upon their agreement to secure her by mortgage upon certain land, and brought this. suit to enforce that agreement. Defendants claimed a gift of the money and notes, and produced a release under seal. The master found a parol agreement to mortgage, and that the oratrix was non compos when she executed the release. Held, that the agreement to mortgage was within the Statute of Frauds, but that the court, having jurisdiction to decree an avoidance of the release, would also decree a repayment of the loan.

This was a petition in chancery and was heard before Eowell,. Chancellor, at the June Term, 1888, on bill, answer, master’s report and exceptions of the defendants thereto. No copy of the pleadings has been furnished; the reporter. From the master’s-report it would appear that in' February, 1887, the oratrix was adjudged an insane person, and B. D. Hartshorn appointed her guardian. The subsequent November Eoxana died, leaving a will, which was admitted to probate. One Ora Drew was-appointed her administrator, with the will annexed, and as such was, at the December Term, 1887, admitted to prosecute this-suit. ' When the oratrix died she was eighty-five years old. The defendant, Eoxana Brooks, was a niece of the oratrix. In 1883,, she and her husband, the defendant William, were living on a farm in Concord, of which the legal title was in one Hill. William obtained a decree allowing him to redeem this farm upon-the payment of $448.66. This sum he borrowed of the oratrix,. giving her his note for the amount, dated April 24, 1883, and he and his wife quit-claimed the farm to the oratrix upon condition that when this note was paid it should be redeeded to them. The defendants claimed that the July following the oratrix. gave this note to the defendant Eoxana, but the master found that this claim was not substantiated. In November, 1883, the defendant William sold this .Concordi farm to one Morency. The oratrix deeded the farm to Morency,. ■and. took back a mortgage to secure the payment of six notes, -one for $50 and five for $100 each, payable to her order. These notes were held by the oratrix as security for the note for :$4A8.66. In December, 1883, the defendants went to live with the ■oratrix upon her farm in Danville, and continued to reside with her until the spring of 1885. In February, 1885, the defendant William bargained for the farm in Danville known'as the Hariris farm. February 1, the farm was conveyed by Harris to the .-said defendant, in consideration of $600, $200 of which was paid in cash, and $100 in the notes of the defendants secured by anortgage.on the premises. As further security the said defendant turned out four of the Morency notes. These notes had been paid to Harris and the mortgage indebtedness from Brooks ■to him fully extinguished. The $2'00 'was furnished 'by the oratrix. The defendants claim that both the $200 and the Morency motes were given to them by the oratrix. The oratrix claimed that they were both a loan and that the defendants agreed to •«execute a mortgage on the Harris farm to secure her therefor. Upon this branch- of the case the report of the master was as rfollows: “ I find that the oratrix let the defendants have the notes and the money upon an agreement that they would give-her a mortgage or a deed of the Harris farm as security therefor. I find this fact entirely from parol evidence which was seasonably -objected to by defendants.” Some time previous to the June Term, 1885, of the Caledonia ■County Court, a suit was begun by the oratrix- against the -defendant William and the Harris place attached. Previously "to the December Term, 1886, the oratrix signed a written agreement that this suit might be discontinued without costs, and it ■was so entered at such December Term. On the 6th of December, 1886, the oratrix executed another release discharging the •said William from all claims of all kinds whatever. This last release was under seal. It was claimed on behalf of the oratrix that this last instrument was procured by fraud, and that when she executed the-same she was incompetent thereto. The master found: “ At the time of the execution of said instrument she had been confined, to her bed for most of the time for two years ; she-had become too feeble to write ; was almost blind ; had not physical power sufficient to make her mark upon the paper without assistance. I am satisfied that her mind had become weakened! and impaired by age and physical infirmities; that at times she would seem bright and capable of understanding business to» some extent and at other times she would become confused in? mind and of but little understanding. “ She had been frequently urged to sign papers before this time' and had refused; she had refused to sign a like paper at an earlier date when fully and fairly explained to her. The accumulation of costs of suit and largo attorney fees had been frequently brought to her attention by defendant; he had given) her to understand that the suit and costs might be stopped and they could settle their matters between themselves and save the-excessive burden of costs. From all the circumstances and evidence in the case I am more inclined to the opinion .that she did not understand the effect of the instrument which she signed p that she only intended to have the costs and the suit stopped that the representations of the defendant that he wanted her to-sign a paper to stop suit and costs, and the paper itself, when read to her, produced one general impression on her mind and that her understanding of the transaction was that she was only-stopping- the suit and costs a*d not discharging her claim, and, I so find.” In a supplemental report the master-further found : “ In answer to request No. 6,1 will say I think she did "have sufficient mental capacity to understand her real relations to the defendants, and whether they owed her or not, and as to amount of property, and whether she wanted suit prosecuted or not, and whether she wanted to assist defendants. I do not think she had mental capacity sufficient to understand the effect of the: ■written instrument alone or by any assistance that it appears she had from Arad Wells. I do think if the paper had been plainly explained to her, and she had been told fully what its •effect, would be upon her rights, that she would have understood the instrument and explanation together and comprehended what she was doing.” Upon this question of mental capacity the master received, -•against the objection of the defendant, the testimony of certain witnesses, not experts, but who were acquainted with the oratrix ■and had associated with her more or less, who were allowed to •state their opinion as to her mental capacity and to detail certain conversations with her as bearing upon this question of •capacity. The master found that these conversations did not tend to show to his mind that she was non compos. H. C. Ide, of counsel for the oratrix in this suit, and who had -been her attorney in the suit at law, was permitted to testify as ■follows to a conversation between himself and the defendant 'William while the suit at law was pending : I told him we could beat him out of his boots, and that if he expected that he could convince any twelve men that Roxana Chickering, as poor as she was and as stingy as she was, had .given him six hundred dollars he would be almiglitily mistaken. “ Said he didn’t claim she had given it to him. I asked him why he didn’t pay her, then ; and h'e said he was ready to pay her in the way. he agreed to, and said he agreed to support her •.for life if she would let him have that property he had to buy the. Harris place with. * * ' * I urged him to settle the matter by giving security on the Harris place-for* her support. He refused to do it and said he should try the case.”' The orator was also allowed, ■ against the objection of the •■defendants, .to" ask this question : “ Erom' your knowledge of Roxana Chickering, as above •stated, state whether or not, in your opinion, she has, at any time during the last five years, had sufficient mental.capacity and judgment to comprehend her financial situation and to transact business intelligently and understandingly ?” Ans. — “ No, sir, I don’t think she has.” The defendant filed the following exceptions to the master’s report: 1. The said defendant excepts to said report because the referee admitted oral evidence of an agreement by said defendant to .give said plaintiff a deed or mortgage, against the objection and •exception of the defendant. 2. Because the referee permitted the evidence of conversations •óf the plaintiff to be shown, as set forth in the referee’s minutes. 3. Becanse witnesses not experts were allowed to give opinions of plaintiff’s mental capacity under circumstances shown in the case. 1.Because of the admission of evidence in all other cases, as •■shown by the report and the referee’s- minutes, which is referred to, when objected to by the said defendant, Win. Brooks. The chancellor decreed: 1. That the second, third and fourth exceptions to the master’s report be overruled and the report accepted, 2. That the first exception to the report be sustained, as it •seems from the report that the master understood and treated the objection to the parol evidence as going to its non-admissibility to prove the agreement found upon it. ' 3. That the paper writing of December 6, 1886, mentioned in the report, purporting to be a discharge of all claims, etc., to •be set aside and held for naught. 1. That the orator is not entitled to a decree for the specific performance of the parol agreement found; nor to have the sum •due him made a charge upon the Harris farm ; but, inasmuch •as this court has jurisdiction of the case for the purpose of setting aside said discharge, the orator is entitled to a decree for ithe amount due him, namely, $148.66, with interest thereon ■from April 24, 1883, and the further sum of $200, with the interest thereon from February i, 1885, and it is so decreed. From this decree both the oratrix and defendants appealed. The conversations with the oratrix were admissible as bearing-upon the question of her capacity-. Crocker v. Chase, 57 Vt. 419 ; cases cited Eoberts’ Digest, pp. 287, 288 ; King v. Davisr 60 Vt. 502. The objection to the admission of parol evidence'to prove the agreement to mortgage cannot be sustained. Not having been insisted on in the answer it must be considered as waived-Howe v. Chesley, 56 Vt. 727; Battel v. Matot, 58 Vt. 271. The objection to the admission of this evidence before the master was general, and not therefore sufficient to raise the question of the Statute of Frauds. Weeks v. Barron, 38 Vt. 420 ; Montgomery v. Edwards, 46 Vt. 151; Strong v. Dodd, 47 Vt. 354. The court should exercise jurisdiction. No objection has been made to the want of it and any such objection comes too late in this court. Canfield v. Andrews, 54 Vt. 1; Smith v. Hock, 5!> Vt. 232. But the court has jurisdiction to set aside this release and will therefore retain it. Mann v. Betterly, 21 Vt. 326 ; Holden v-Crawford, 1 Aik. 390; Howard v. Edgell, 17 Vt. 9 ; Story Eq. Jur., ss. 692-703. The court has no jurisdiction to give such a decree as the one appealed from. This bill was brought to compel the execution of a mortgage, and the decree is for the • payment - of a sum of money. The report does not show such mental incapacity as to warrant the setting aside of the release. Stewart v. Flint, 59 Vt. 144,. and cases.